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Chung Wu Investment Group’s American Express AXP Stock Holding History

Chung Wu Investment Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.8K Buy
201
+50
+33% +$16.8K 0.05% 128
2025
Q4 		$55.9K Hold
151
– – 0.05% 129
2025
Q3 		$50.2K Buy
151
+36
+31% +$11.5K 0.04% 139
2025
Q2 		$36.7K Buy
+115
New +$32.4K 0.04% 137

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Chung Wu Investment Group's AXP Position: Q1 2026 in Review

Chung Wu Investment Group increased its American Express (AXP) stake by 33% in Q1 2026, buying an estimated $16.8K and bringing the position to 201 shares worth $60.8K. The position accounts for 0.05% of the portfolio, ranked #128.

Chung Wu Investment Group first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Chung Wu Investment Group held 201 shares of American Express worth $60.8K as of Q1 2026.
  • Chung Wu Investment Group bought 50 American Express shares in Q1 2026, an estimated $16.8K.
  • American Express made up 0.05% of Chung Wu Investment Group's portfolio in Q1 2026, its #128 holding.
  • Chung Wu Investment Group first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.